In the 1) in-the-box solution where the software is included automatically, it is only turned on by choice (as we've al been told), but by having it as an already existing feature set, the buyer is entitled to either some point-and-click education component, user manual, or perhaps even pop-up options that suggest when to use one of these features.
In the download scenario, the user has to know it exists. To simply explain that key awareness and education aspect away, such that an equal amount of uptake will occur this way over the already-in the box solution is rediculous. First, because those who choose to download will likely want to use the features they are downloading. Therefore, up-take on the download of Wave services is likely to be higher (on a percentage basis) than an already in the box solution that one may have to learn about on their own, and then choose to use. Perhaps not! But it is feasible to assume that the uptakes on a percentage and number of ultimate users basis may differ.
As for the bundled option, that was one that I threw in where the services may be offered (in the future) as part of a marketing and sales campaign for large enterprise purchases of TPM enabled PCs. Since it is possible to purchase a TPM PC without Wave services already inside, some companies may want the Wave Services with their new TPM PCs without having to pay for it separately. If I were in control of PC purchases at say American Express for example, and I knew all about TPM PCs, and the fact that useful services weren't already in the PCs that I was purchasing, I may want to work a deal. You never know. Anyway, the uptake here might be the same as the download poulation, the same as the in-the-box population, or entirely different altogether.
The better question back to you is, 'What makes you believe that uptake will not be different under the various options. Even if you assume only two viable options exist today.
Remember, not everyone knows as much about Trusted Computing as many of you do.
T123
